Other · DOL Form 5500 · 2022

Chartiers Community Mental Health and Retardation Center, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
153
Participants Small participant base
55th
Percentile by assets National rank
$39,772
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan · Sponsored by Chartiers Community Mental Health and Retardation Center, Inc. · Pennsylvania · Healthcare & Social Assistance

$6M in assets, 153 participants

Chartiers Community Mental Health and Retardation Center, Inc.'s Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan reported $6M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 55th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #12,124 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan covers 153 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#12,124
in Healthcare & Social Assistance (20,060 peers)
-13.0%
assets change YoY

The plan reported a net loss of $910K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,085,090 Top 45% higher than 55% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan sits mid-pack in the medium band (153 participants).

Published 5500 schedule card

Filing strip 251203882 · Chartiers Community Mental Health and Retardation Center, Inc. PY 2022 · Other

Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan · $6M · 153 · 55th

  • PHOTO $6M
  • PHOTO 153
  • PHOTO 55th
  • PHOTO Other
  • PHOTO near Humane Society Silicon Valley 403b Plan
  • PHOTO ind #12124

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan in the asset neighbourhood

Jamboree Housing Corporation ERISA 403(b) PlanJamboree Housing Corporation…$6MChartiers Community Mental Health and Retardation Center, Inc. 403(b) PlanChartiers Community Mental H…$6MSimpson Thacher & Bartlett LLP Retirement Plan for Legal and Other PersonnelSimpson Thacher & Bartlett L…$6MHumane Society Silicon Valley 403b PlanHumane Society Silicon Valle…$6MHomebridge 403(b) Plan$6M
End-of-year total assets ($M) among Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$910K
Employer EIN251203882
Plan Effective Date1981-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chartiers Community Mental Health and Retardation Center, Inc.)

Sponsor-wide plan assets over time

All Chartiers Community Mental Health and Retardation Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 31.360571495244933% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.09M $7.99M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 153 $6M
2023 1 121 $7M
2024 1 88 $8M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan, Total assets ($B): 0.00608509 · Participants: 153Chartiers Community Mental Health and Retardation Center, Inc. 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Humane Society Silicon Valley 403b Plan in CA ($6M); by covered participants it is National University of Health Sciences Defined Contribution Retirement Plan in IL (153 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan assets move in 2022?
Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan pulled back noticeably - down 13.0% during 2022, from $7M to $6M. Reported net income was -$910K.
How have Chartiers Community Mental Health and Retardation Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Chartiers Community Mental Health and Retardation Center, Inc.'s sponsor-wide assets grew 31.4%, from $6M to $8M.
Which Other plans are similar in size to Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Humane Society Silicon Valley 403b Plan in CA ($6M, 105 participants).
Which Other plans cover a similar participant headcount to Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is National University of Health Sciences Defined Contribution Retirement Plan in IL (153 participants, $20M in assets).